A complete list of active advisors currently associated with Artisan Financial Planning

Warmer can help you find a great advisor at Artisan Financial Planning or one who fits your needs even better.

Artisan Financial Planning is a small independent advisory firm that serves individuals, high-net-worth clients, employer retirement plan sponsors, corporations, and nonprofit organizations. The firm provides individualized investment management alongside comprehensive financial planning services offered on both ongoing and project bases, and it also supports employee benefit plan consulting and tax return preparation for planning clients. The firm builds client-specific investment policies and asset-allocation targets, applying principles of Modern Portfolio Theory and a mix of passive and active strategies while using fundamental, technical, and cyclical analysis. Services are delivered with discretionary portfolio management where agreed, regular plan reviews, and customization of investment recommendations to align with each client’s goals and risk tolerance. Noteworthy aspects of the practice include dedicated board-designated endowment management for charitable organizations — a service governed by a formal investment policy and tailored to nonprofit spending and liquidity needs — and a program of educational workshops focused on financial literacy for opera singers and other performing artists. On a relatively small scale (roughly $28 million in AUM and under 30 client relationships), the firm emphasizes tailored solutions for clients with business or nonprofit complexity and has recently added tax preparation and endowment services to its offerings.

To learn more about the advisors currently working at Artisan Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.